SapphireOne Custom Reporting building quality Financial Reporting
April 9, 2020 4:14 pm | by John Adams
SapphireOne ERP software provides insights that are meaningful, actionable and of real value, enabling you to make immediate operational and long-term strategic decisions more effectively. To pursue your business objectives with confidence and mastery, you need to be able to deal swiftly and efficiently with any challenges thrown at your business. With the ability to analyse and report on any aspect of your operations plus effortlessly retrieve data from a full historical record, SapphireOne allows you to manoeuvre the financial playing field with certainty. It’s reporting provides a real-time view through multiple standard reports, flexible report building tools and custom reports built to meet your unique business requirements.
Powerful and efficient Custom Reporting
SapphireOne provides a powerful financial management reporting tool. With SapphireOne you can Build quality reports using customisable report templates built to industry standards. You can also easily tailor the content and layout as needed to suit practically any requirement. This enables you to create sets of professional reports for use with all your clients. In addition, you will be able to make client-specific changes as needed.
Build your own Reports
While using SapphireOne you can store detailed records of sales and purchases from both customers and vendors. These sales or customer records, can be utilised in the setting up a Customer Relationship Management (CRM) system. The SapphireOne reporting system can produce reports from almost every field in every table within your data file. It has the ability to drill as far down as necessary into the financial records to produce many reports. With SapphireOne you can get a full library of standard reports as well as the ability to build your own reports. These custom reports are available in a number of modes within the SapphireOne system. In addition, there are several additional reports available when the Sapphire Web Pack is used.
Multi Company Reporting
SapphireOne general ledger accounts are usually set up on a company by company basis at the department level. If multiple departments are used, reporting can be run at the department level. SapphireOne has the ability to run department based reporting and also create entirely separate companies within the one data file. This allows separate companies to run individual reporting on a department level. If you are using the multi company functions, you still will be able to access Custom Reports feature as it is available in a number of modes within the SapphireOne application.
A quick view to set up Custom Report
You can set up custom report by modifying standard custom reports or you can set up your own custom report from scratch for different functions such as Sales, Purchase, financial reports, Profit & Loss (P&L), Balance sheets etc.
In order to modify custom reports, you will need to go to – Utilities > Control > Custom Reports Layouts
You can make your custom report set as default for specific function such as ‘print all invoice using Custom Report 1 template’. To set up this, you will need to go to : Utilities > Control > Master defaults > [Page Dropdown] – Invoices > Default reports
Printing Custom Report For Sales Invoice
You can also create your own custom report from scratch by visiting the function itself. For example, you want to create and view custom report for Sales Invoice inquiry. In order to set up this, you will need to go to : Inventory > Sales > Transactions > Select Order > Sapphire Tool ( click setting icon – down arrow)> Custom reports
Here you can set up your own custom report templates. After that, from Sapphire Tools, by clicking printer down arrow you can access your custom report in order to print the sales invoices.
Alternatively, you can create custom report by opening the sales order form. Then you will have the option to print the particular order using your previously set up ‘custom report template’.
Seamlessly manage payroll for multiple companies with SapphireOne ERP
February 26, 2020 8:50 am | by John Adams
Many ERPs on the market today deploy a single functional system and interface it with bolt on modules. This can become expensive to implement in the long term as each individual module attracts its own costs and licensing. SapphireOne is all-inclusive, providing access to every module via a single toolbar.
SapphireOne leverages off the database backend, providing unlimited numbers of concurrent users with real-time access and optimal processing speeds with no data file size restrictions. With our user-friendly ERP system, your employees will be able to extract custom reports with ease. These reports will enhance and improve your daily workflows.
Multi Company Payroll is a Standard feature of SapphireOne
SapphireOne is true multi-company, housing unlimited companies, currencies and tax realms within the one data file. SapphireOne is built with your growth in mind with the ability to process multiple payrolls in multiple companies as a standard functionality. SapphireOne’s single toolbar provides instant access to your employees vital data.
Delivering payslips instantaneously on payday. This is required by Fair Work Organisations and is a breeze with SapphireOne. At the click of a button Payslips are delivered via email delivery system in a secure, best practice format.
Easily process payroll across multiple companies
SapphireOne’s advance functionality allows you to process payroll across multiple companies. This eases the challenges of managing your team, and efficiently manage HR to ensure your business is compliant with all federal laws and regulations.
SapphireOne’s standalone and fully integrated multi company payroll system saves time , lowers payroll management costs and makes better use of your valuable employee time and data.
On occasions you may have to allocate your employees costs across multiple companies, you will have to ensure that you have the locations set up within your company’s profile. You will also need to ensure that employee/s working at multiple companies have the relevant locations allocated to their profile’s within the system, so they are available to have hours/costs credited to the location/s. This will help you to split the cost across multiple companies.
A flexible Payroll System
SapphireOne Payroll system is very flexible. Our built-in and comprehensive leave request functionality streamlines all leave requests. It also streamlines approval processes with an inbuilt workflow, with unlimited stages and unlimited levels within each workflow stage. The workflow can have a unique electronic signature at each stage and each level.
SapphireOne’s payroll caters for multiple pay cycles including weekly, fortnightly, bi-monthly, 4 weekly, monthly and one-off payments.
SapphireOne calculates the gross wages, Pay as you Go (PAYG)/Pay as you Earn (PAYE), superannuation contribution and take-home pay. You can then pay your employees directly across multiple companies by simply initiating the payrun from SapphireOne multi company Payroll System. While using multi company payroll functionally, you can process Single Touch Payroll (STP), the process is identical as if you are doing a single company entity. The only difference is for multi company you have to process STP separately for each company.
The fully featured and flexible SapphireOne Payroll supports payroll for full-time, part-time, casual, contract and directors. SapphireOne is a truly multi-company payroll application and with this you can run multiple companies in different countries, tax jurisdictions and currencies using a single data file.